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Guide · Export CSV · SoFi

Export a SoFi CSV — two-year window for banking, PDF-only for invest.

SoFi splits cleanly into two camps for export purposes: SoFi Money / Checking & Savings has a working CSV export with a generous two-year window, while SoFi Invest and the SoFi Credit Card are PDF-only. If you're migrating off Mint or just moving banking history into a new tool, the banking side is one of the easier exports. The brokerage side requires more work.

Step-by-step: SoFi Money, Checking, and Savings (CSV available)

  1. Sign in at sofi.com on a desktop browser. The SoFi mobile app does not expose the export.
  2. Open Banking from the left nav and select the account you want — SoFi Money, Checking, or Savings.
  3. Click the gear icon (account settings) on the account page.
  4. Select Export Transactions from the menu.
  5. Choose a date range. Total range cannot exceed 2 years. Transactions are available from the date the account was opened.
  6. Click Export. CSV downloads to your browser's downloads folder.

Step-by-step: SoFi Invest and SoFi Credit Card (PDF only)

  1. From Invest → select your account → Statements and Tax Forms.
  2. PDF statements are available monthly (or quarterly per FINRA when there's no activity).
  3. There is no native CSV export for SoFi Invest. The same applies to the SoFi Credit Card. You'll need a third-party PDF-to-CSV converter to bring this data into Arden — or accept manual entry for the holdings.

What you'll get

  • Banking format: CSV with columns including Date, Description, Amount, Status, Type, Running Balance for SoFi Money/Checking/Savings.
  • Date range (banking): up to 2 years in a single export. Account-opening date is the absolute floor.
  • Invest format: PDF only. Schedule depends on activity (monthly with activity, quarterly without).
  • Sign convention: signed Amount column. Debits (money out) are negative; deposits are positive.

Importing into Arden

For SoFi Money/Checking/Savings, drag the CSV onto /import. Arden detects the columns automatically; the Running Balance field gets ignored (Arden computes balances from transactions). For SoFi Invest, you have two options: (1) convert the PDF statements with a separate tool and import the resulting CSV, or (2) manually enter your current holdings on the Investments page and treat SoFi Invest as a snapshot account.

Quirks specific to SoFi

  • Two-year cap on banking exports is generous compared to most banks (Capital One: 90 days, Citi: 90 days, Wells Fargo: 18 months for checking). SoFi's window is one of the best on the market.
  • No CSV export for Invest or Credit Card. This is the SoFi-specific catch. Their stack apparently never built it.
  • The gear icon is the entrypoint — not a top-level "Export" button like most banks. Easy to miss.
  • Type column distinguishes ACH, debit card, transfer, etc. Useful context but Arden's categorization works from Description and your tagging history, not the Type field.

FAQ

  • Can I get a CSV for SoFi Invest?

    Not natively. SoFi only offers PDF statements for invest accounts. Convert them or enter holdings manually.

  • Does SoFi export include pending transactions?

    The export includes both posted and pending rows, distinguished by the Status column. Most budget tools (Arden included) filter to posted on import; pending charges show in the UI but do not lock in until they post.

  • Can I export from the SoFi mobile app?

    No. Mobile and the mobile-web view do not expose the export. Use a desktop browser.

Exporting from other banks?

Or just drop any CSV, XLSX, OFX, or QFX onto /import and Arden handles the rest.